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Advisor at &PARTNERS
Lake Forest , IL | NASHVILLE, TN | Clayton, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Sep 13, 2024 | n/a | yes | Lake Forest , IL|Clayton, MO|NASHVILLE, TN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 18, 2023 | Sep 24, 2024 | no | LAKE FOREST, IL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 8, 2022 | Jul 13, 2023 | no | LAKE FOREST, IL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | &partners | Sep 24, 2024 | Sep 13, 2024 | -11 | Firm change | Wirehouse to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Jul 13, 2023 | Jul 18, 2023 | 5 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:3767:IL:2024-09-20 | Sep 24, 2024 | Sep 13, 2024 | LAKE FOREST, IL | Firm change |